WEEIX Holdings Information

WEEIX is a mutual fund with a total of 54 individual holdings. The top holdings are Amazon.com stock at 3.59%, Alphabet at 2.54%, NextEra Energy at 2.49%, Apple at 2.48%, and The Progressive Corporation at 2.45%.

Total Holdings

Top 10 Percentage

24.74%

Asset Class

Equity

Fund Category

Large Value

Assets

40.55M

Forward PE Ratio

20.41

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	AMZN	Amazon.com, Inc.	3.59%	6,145
2	GOOGL	Alphabet Inc.	2.54%	3,201
3	NEE	NextEra Energy, Inc.	2.49%	12,242
4	AAPL	Apple Inc.	2.48%	3,603
5	PGR	The Progressive Corporation	2.45%	4,243
6	JPM	JPMorgan Chase & Co.	2.38%	2,914
7	META	Meta Platforms, Inc.	2.25%	1,347
8	AJG	Arthur J. Gallagher & Co.	2.22%	3,381
9	V	Visa Inc.	2.20%	2,478
10	TMO	Thermo Fisher Scientific Inc.	2.14%	1,456
11	CVX	Chevron Corporation	2.10%	5,434
12	LPLA	LPL Financial Holdings Inc.	2.09%	2,313
13	XOM	Exxon Mobil Corporation	2.09%	6,862
14	BRK.B	Berkshire Hathaway Inc.	2.09%	1,642
15	PKG	Packaging Corporation of America	2.07%	3,970
16	ORLY	O'Reilly Automotive, Inc.	2.06%	8,895
17	MSCI	MSCI Inc.	2.05%	1,412
18	DE	Deere & Company	2.04%	1,731
19	MCK	McKesson Corporation	2.04%	982
20	MCD	McDonald's Corporation	2.04%	2,634
21	JNJ	Johnson & Johnson	2.03%	3,873
22	PEP	PepsiCo, Inc.	2.03%	5,584
23	MSFT	Microsoft Corporation	2.02%	1,652
24	HUBB	Hubbell Incorporated	2.02%	1,796
25	WM	Waste Management, Inc.	2.02%	3,630

Showing 25 of 54 holdings

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As of Dec 31, 2025